Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Nishil Kumble

Vadodara

Summary

Experienced in managing wealth and investment portfolios, aligning financial products with client goals and risk appetites. Skilled in asset allocation, market analysis, and fund recommendations to navigate real-time market fluctuations. Trusted advisor and bridge between clients and organization, prioritizing transparency, trust, and long-term relationship management. Committed to providing customized financial solutions that drive business growth and enhance customer satisfaction.

Overview

9
9
years of professional experience

Work History

Key Relationship Manager

ICICI Prudential Life Insurance
05.2025 - Current


  • Responsible for managing the wealth and investment portfolios of clients by aligning financial products with their individual goals and risk appetites.
  • Act as a trusted advisor and bridge between clients and the organization, ensuring transparency, trust, and long-term relationship management.
  • Currently managing an Assets Under Management (AUM) portfolio of 10 Crores.
  • Client base includes both NRI and Indian residents, middle-class families, and HNI (High Net-Worth Individuals).
  • Built expertise in handling both Resident Indian and Non-Resident Indian (NRI) clients.
  • Gained deep knowledge and understanding of the insurance and financial services sector.
  • Provided tailored insurance and investment product recommendations based on individual customer profiles.
  • Primary responsibility: Meeting prospective customers and understanding their financial needs and goals.
  • Focused on long-term relationship building and trust with clients.
  • Contributed to the company's business growth through client acquisition, retention, and upselling/cross-selling.
  • Enhanced skills in customer profiling, relationship management, product positioning, and objection handling.
  • Became a reliable and trusted financial advisor to a diverse set of clients.

Senior Financial Services Manager

ICICI Prudential Life Insurance
05.2020 - 04.2024
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

Financial Services Consultant

ICICI Prudential Life Insurance
04.2016 - 04.2020
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Participated in regular training sessions, keeping up-to-date with market trends.
  • Developed strong interpersonal communication and consultative selling abilities.

Education

Bachelors of commerce - Accounting And Financial Management

The Maharaja Sayajirao University of Baroda
Vadodara, India
04-2016

HSC

Basil High School
Vadodara, India
03-2013

SSC

Basil High School
Vadodara, India
03-2011

Skills

  • Teamwork
  • Time Management
  • De-escalation techniques
  • Client acquisition
  • Problem-solving
  • Leadership
  • Problem-solving abilities
  • Excellent communication
  • Relationship building and management
  • CRM software proficiency

Languages

English
Gujarati
Hindi
Kannada

Timeline

Key Relationship Manager

ICICI Prudential Life Insurance
05.2025 - Current

Senior Financial Services Manager

ICICI Prudential Life Insurance
05.2020 - 04.2024

Financial Services Consultant

ICICI Prudential Life Insurance
04.2016 - 04.2020

Bachelors of commerce - Accounting And Financial Management

The Maharaja Sayajirao University of Baroda

HSC

Basil High School

SSC

Basil High School

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Nishil Kumble